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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
801
LFS Asset Management
California
$217K +$223K +6,589 New
LIA
802
LS Investment Advisors
Michigan
$215K – – –
NGA
803
Naples Global Advisors
Florida
$215K +$13.9K +412 +7%
LWM
804
Laidlaw Wealth Management
New York
$214K +$220K +6,511 New
CPSC
805
Carl P. Sherr & Co
Massachusetts
$213K +$219K +6,485 New
HIMC
806
Heritage Investors Management Corp
Maryland
$212K – – –
CRC
807
Curi RMB Capital
Illinois
$210K -$47K -1,390 -18%
OCPWS
808
One Charles Private Wealth Services
Massachusetts
$209K -$44.2K -1,307 -17%
SBL
809
Sargent Bickham Lagudis
Colorado
$209K +$88.9K +2,626 +71%
ACP
810
Ashfield Capital Partners
California
$207K -$8.46K -250 -4%
MIM
811
Macroview Investment Management
Maryland
$206K -$144K -4,244 -40%
TSWM
812
Tyler-Stone Wealth Management
Ohio
$206K +$338 +10 +0.2%
NFG
813
Nations Financial Group
Iowa
$205K -$30.8K -909 -13%
SWM
814
Segment Wealth Management
Texas
$205K – – –
CAG
815
Csenge Advisory Group
Florida
$205K +$20K +592 +11%
DWM
816
Denver Wealth Management
Colorado
$202K +$208K +6,138 New
KWM
817
Keebeck Wealth Management
Illinois
$202K +$208K +6,141 New
JWCA
818
J.W. Coons Advisors
Ohio
$201K – – –
BFA
819
Beacon Financial Advisory
Ohio
$201K +$21K +622 +11%
LWM
820
Liberty Wealth Management
California
$201K +$208K +6,138 New
AIC
821
Archer Investment Corporation
Indiana
$197K -$234K -6,900 -53%
TFP
822
Tilia Fiduciary Partners
North Carolina
$193K -$50K -1,477 -20%
ZIG
823
Zullo Investment Group
Pennsylvania
$189K -$93.1K -2,750 -32%
CT
824
Cambridge Trust
Massachusetts
$189K -$82.2K -2,428 -30%
ACA
825
Aptus Capital Advisors
Alabama
$187K -$28K -828 -13%
31 32
33
34 35